Collect current and past investment data from various sources like MF, stocks, bonds, bank accounts, FDs, land/apartment holdings, etc and show in single dashboard. Some of them can be fetched automatically using PAN number, some can allow user inputs.
https://www.indwealth.in/ is doing the same, you should check them out!
Thanks for the suggestions dhanvi , during our research, We studied several key market players in the wealth management space including IndWealth.
Would you like to share the aspects of Indwealth/similar products you really liked, disliked?
Well, this space IMO boils down to integrating with all the places where I put my money.
I understand most of these are not issues with Indwealth app, but hopefully, the ecosystem will get better.
PS: they have recently launched buying US stocks not sure how good it is. This space is getting active more attention these days!
This is one of my most expected feature for me !!! Hope it will be available from day 1 😃